Page 8 - AmCham South China 2026 Special Report on the State of Business in South China
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President’s Message 会长致辞
D ear Members, 尊 敬的会员，
Greetings my friends, 亲爱的朋友们，
The 2026 Special Report on the State of 《2026年华南地区经济情况特别报告》似乎反
Business in South China seems to reflect the 映了过去一年特朗普总统与习近平主席之间持续开
consistent dialogue between Presidents Donald 展的对话。尽管中美贸易紧张局势仍在持续，几乎所
Trump and Xi Jinping over the past year. Nearly 有受访企业（95%）都表示将坚定不移地继续深耕中
all participating companies?95%?report a firm 国市场。中国依然是极具吸引力的投资目的地，在受
commitment to maintaining their presence in 访企业中，45%的企业将中国列为其全球首要投资
the Chinese market, despite ongoing U.S.-China 目的地，较2024年上升6个百分点。此外，56%的外资
trade tensions. China remains a highly attractive 企业和56%的美资企业将中国列为其全球投资的前
investment destination, with 45% of companies 三大目的地之一。更值得注意的是，没有任何一家企
studied now ranking it as their top global 业表示将完全撤出中国市场，75%的受访企业计划
investment priority?a 6pp increase from 2024. 在2026年继续在中国进行再投资。
Additionally, 56% of foreign companies and 56%
of American companies consider China as top 尽管中美贸易摩擦持续存在，几乎所有受访企业
three spots in their global investment plans. （95%）坚定承诺继续深耕中国市场。2025年，美国
Furthermore, not a single company reported a 和中国双方加征关税所带来的负面影响显著加剧，
complete withdrawal from the Chinese market, 自2018年有记录以来，受影响企业比例创下新高。
and 75% of the companies studied indicated 其中，美资企业受到两国贸易关税的负面影响最为
plans to reinvest in China in 2026. 突出。
Nearly all participating companies?95%? 根据今年发布的《特别报告》，中国供应链已出现
report a firm commitment to maintaining their 明确的地缘政治格局重塑。2025年，中国对共建“一
presence in the Chinese market, despite ongoing 带一路”国家进出口3.39万亿美元，占进出口总值的
U.S.-China trade tensions. The adverse effects 51.9%。这一过半占比发挥了关键的结构性缓冲作用。
of both U.S. and Chinese tariffs intensified 通过优先拓展这些市场，中国使其出口引擎在一定程
markedly in 2025, affecting a record proportion 度上免受西方“脱钩”压力的影响，从而构建了一个对
of companies since tracking began in 2018. 七国集团需求周期依赖度更低的贸易生态体系。
American companies continue to bear the
heaviest burden. 东盟进一步巩固了其作为中国第一大贸易伙伴的
地位，双边贸易总额超过1.02万亿美元。这一关系已
Data from this year’s Special Report confirm 从简单的商品交换发展为深度产业融合，东南亚日益
a definitive geopolitical realignment of China’s 成为中国制造业体系的重要延伸。作为一个拥有超过
supply chains. In 2025, trade with BRI (Belt 6.8亿人口的区域性政府间组织，东盟旨在促进地区和
and Road Initiative) partner countries reached 平、稳定与经济增长，发挥着重要贸易集团的作用。
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